Sun Acquisitions

DECEMBER 29, 2021

What are some of the best practices to adopt when conducting due diligence during a business acquisition? In order to be successful with your due diligence efforts, there is a need for a strategic plan of action and a team of experienced professionals. Due Diligence Best Practice #1 Begin with a clear LOI.

Start-ups 52

Start-ups Marketability Technology Banking 52

M&A Leadership Council

JUNE 22, 2023

Yet, the due diligence process is fraught with just as much – or possibly more significant – time pressure, risk, and chaos that a solid case can be made for adding this critical diligence management office (DMO) role in most acquisitions.

Start-ups 52

Start-ups Finance Marketability 52

M&A Leadership Council

JUNE 14, 2023

The Art of M&A / Due Diligence An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Editor’s Note: A growing number of M&A professionals are pursuing the Certified M&A Specialist, or CMAS™ credential.

Mergers & Acquisitions 52

Mergers & Acquisitions Compliance Finance Appraisal 52

M&A Leadership Council

JANUARY 4, 2024

Especially during your first few deals, you will be highly dependent on the right team of advisors. It’s a daunting challenge, with far more decisions, risks, and diverse subject matter domains than can easily be assimilated by even the most talented executive teams. The side with the best advisors wins.

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Sun Acquisitions

DECEMBER 5, 2023

Confidentiality is of utmost importance during this stage to prevent potential damage to the business caused by employee uncertainty or competitor opportunism. Selling a business is a significant milestone for any entrepreneur or business owner. Valuation methods can vary, including the market, income, and asset-based approaches.

Asset-based Approach 52

Asset-based Approach Marketability Business Valuation Compliance 52

IBG Business

JANUARY 31, 2023

For many sellers, withstanding the challenges of the due diligence phase depends on keeping their emotions in check and anticipating the buyer’s requests for information. In reality, though, due diligence is simply a normal part of the business ownership transition, and most apprehensions leading into it stem from fear of the unknown.

Start-ups 52

Start-ups EBITDA Private Equity Firm Compliance 52

M&A Leadership Council

OCTOBER 31, 2023

It covers the M&A lifecycle, encompassing strategy, targeting, due diligence, transaction management, pre-announce and pre-close integration, post-close integration, and fundamentals of integration. Additionally, it delves into the critical role of IT and the importance of managing people and culture in integration.

Start-ups 52

Start-ups Technology 52

ThomsonReuters

MAY 27, 2022

Businesses participating in import and export trading may find themselves swirling in a storm of global regulatory changes. Importers need to be aware of the regulations in the Uyghur Forced Labor Prevention Act , which was signed into law in December 2021. Let’s talk about forced labor in your supply chain.

Compliance 93

Compliance eCommerce Start-ups Technology 93

M&A Leadership Council

JUNE 12, 2023

Insights & Advice: An Interview with Two Experts By Mark Herndon, Chairman Emeritus, M&A Leadership Council Cybersecurity and IT due diligence has become one of the most challenging, and also one of the most critical areas of due diligence in any environment. So that becomes a very important scope item for IT.

Start-ups 52

Start-ups Technology Compliance Banking 52

M&A Leadership Council

OCTOBER 16, 2023

Address the Leadership Issues While this article focuses on what I believe are the seven critical success factors for effective M&As, leadership is the most important. Address the Leadership Issues While this article focuses on what I believe are the seven critical success factors for effective M&As, leadership is the most important.

Start-ups 59

Start-ups Technology Marketability 59

BV Specialists

DECEMBER 20, 2021

It is important to prepare for this scenario as you grow your company, so when the day arrives, you have the tools in place to facilitate the process. Both hard copies and electronic files need to be organized so a third party involved in the due diligence can easily access everything they need in support of the sale.

Appraisal 52

Appraisal Marketability Business Valuation 52

A Neumann & Associates

NOVEMBER 2, 2023

There is no doubt that the performance of the company leading up to and during the sale process is a prominent factor – both for proper valuation and structuring the ultimate transaction. When it comes time to selling your business, there will be tremendous emphasis on the financials.

Banking 95

Banking Finance Marketability 95

M&A Leadership Council

FEBRUARY 13, 2024

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. When due diligence is at a point where you can comfortably anticipate your ability to get to closing, flesh out which specific ISF components will be needed for this deal. What is an Integration Strategy Framework?

Mergers & Acquisitions 59

Mergers & Acquisitions Technology Marketability 59

M&A Leadership Council

OCTOBER 30, 2023

After only one day of due diligence, our integration team had to decide whether to Newellize Holson Burnes. The company developed a reputation for buying up brands with great name recognition but lackluster customer service records. We initially identified no synergies in sales, marketing or product development.

Marketability 52

Marketability Start-ups Finance 52

M&A Leadership Council

AUGUST 3, 2023

The buyer’s due-diligence should be effective to identify all the systems, services and support needed (e.g. In addition to systems, services and support needed, the due diligence should also focus on major planned projects that could impact the scope of the TSA and key personnel needed to support the TSA.

Marketability 52

Marketability 52

M&A Leadership Council

JULY 22, 2023

The buyer’s due-diligence should be effective to identify all the systems, services and support needed (e.g. In addition to systems, services and support needed, the due diligence should also focus on major planned projects that could impact the scope of the TSA and key personnel needed to support the TSA.

Marketability 52

Marketability 52

Audit Board

SEPTEMBER 14, 2023

The importance of robust vendor risk management, or “VRM”, practices has been illustrated by a number of cyberattacks and data breaches that have originated from vendors and gone on to significantly impact the organizations using their services. What Types of Vendor Risk are There?

Compliance 52

Compliance Start-ups Accounting Firms Technology 52

M&A Leadership Council

JANUARY 9, 2022

Let’s say it together one more time: “There is NO “cookie-cutter,” formulaic approach to M&A integration success.” There are, however, MANY fundamentally important and essential requirements for success that stand-out as guideposts. . 20 Essential Requirements for Success . by Mark Herndon, Chairman of the M&A Leadership Council

Start-ups 52

Start-ups 52

Audit Board

OCTOBER 12, 2022

Achieved a high rate of adoption and stakeholder satisfaction by incorporating feedback during the design and implementation process. . My team did a lot of research and due diligence and ultimately we determined that we wanted to use AuditBoard. We communicated early and often, and we trained early and often.

Technology 52

Technology Marketability 52

M&A Leadership Council

SEPTEMBER 9, 2021

Spot Cyber & IT Challenges Through Improved Due Diligence . Cybersecurity and IT due diligence has become one of the most challenging, and also one of the most critical areas of due diligence in any environment. So that becomes a very important scope item for IT. Tell us more about that.

Start-ups 52

Start-ups Technology Compliance Banking 52

Equilest

OCTOBER 5, 2023

Ready to dive deeper into the world of valuing IT consulting firms? Explore our comprehensive guide to gain insights into key metrics, financial analysis, client assessment, and more. Whether it's optimizing operations, enhancing cybersecurity, or implementing cutting-edge software solutions, these firms offer invaluable expertise.

Asset-based Approach 40

Asset-based Approach Business Valuation Compliance Technology 40

Audit Board

MAY 2, 2023

In this article, we will explore the role of internal audit in ESG reporting,and why it is so important for companies to get it right. ESG has taken on greater urgency and focus in recent decades due to increased pressure on corporations to play a more positive role in the environment as well as the people and communities they interact with.

Compliance 52

Compliance Equity 52

Shephard Mullin M&A

FEBRUARY 17, 2021

Due to the prevalence and importance of government contracts in the A&D sector (and the related penalties for violating applicable requirements), identifying and addressing necessary government consents required to do your deal will be a fundamental focus for both buyers and sellers.

Compliance 52

Compliance Equity Technology 52

M&A Leadership Council

JUNE 8, 2023

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. When due diligence is at a point where you can comfortably anticipate your ability to get to closing, flesh out which specific ISF components will be needed for this deal. What is an Integration Strategy Framework ?

Technology 59

Technology Marketability 59

Audit Board

JUNE 22, 2023

When sensitive and confidential data protected by an organization is compromised — such as during a ransomware attack or phishing attack — trust in the organization can quickly erode, resulting in subsequent fallout including reputational damage and financial loss.

Technology 52

Technology Compliance 52

Reynolds Holding

NOVEMBER 29, 2022

FTX [1] is a Bahamas-based cryptocurrency exchange founded in 2019 that, at its peak in 2021, had over 1 million users, making it the world’s third largest crypto exchange by volume. Since November 11, 2022, though, FTX has been in bankruptcy, having borrowed extensively and used the assets of its clients in a likely and spectacular fraud.

Marketability 137

Marketability Start-ups Banking Finance 137

Equilest

JULY 25, 2023

To delve deeper into the intricacies of valuing a jewelry store and gain valuable insights, continue reading below Introduction When it comes to the retail business, convenience stores have proven to be a popular choice for entrepreneurs due to their accessibility and constant demand.

Intangible Assets 40

Intangible Assets Discounted Cash Flow Business Valuation Marketability 40

Cooley M&A

JULY 19, 2019

Further, according to the ICO, its “investigation found that Marriott failed to undertake sufficient due diligence when it bought Starwood and should also have done more to secure its systems” (emphasis added). Background on the ICO’s Proposed Marriott Fine. The breach was discovered in November 2018. They decided.

Compliance 52

Compliance B2B Start-ups Marketability 52

A Neumann & Associates

FEBRUARY 9, 2022

Not only is the timing important regarding when you advise your employees that you are selling your business but how the news is presented is equally important. Not only is the timing important regarding when you advise your employees that you are selling your business but how the news is presented is equally important.

Marketability 52

Marketability 52

Deal Law Wire

FEBRUARY 9, 2021

After the latest garnering of widespread attention in the news, the retail investment community has been estimated to constitute as much as 25% of total stock market activity. Not only are there simply more retail investors, but retail investors now have the ability to easily coordinate investing strategies through social media platforms.

Marketability 40

Marketability Corporate Finance Finance 40

M&A Leadership Council

APRIL 6, 2023

In our first installment, titled, “ Separation for Success – Divesting for Maximum Value ,” we covered how to master the divestiture process by upgrading your pre-sale planning approach and the importance of playing both “offense and defense” when preparing a business to be divested.

Enterprise Value 52

Enterprise Value Mergers & Acquisitions Technology 52

Scott Mashuda

JULY 3, 2023

It is important to consider the buyer’s track record, specifically how many deals they actually close after an LOI is signed, their reputation for significantly changing the valuation during due diligence, or their plan to burden the company with excessive debt. What Should a Seller Look for in a Qualified Buyer??

Finance 72

Finance Equity Banking Marketability 72

M&A Leadership Council

AUGUST 31, 2022

Event Dates: 2022-11-15T09:00:00-06:00 to 2022-11-15T12:30:00-06:00 2022-11-16T09:00:00-06:00 to 2022-11-16T12:30:00-06:00 2022-11-17T09:00:00-06:00 to 2022-11-17T12:30:00-06:00 Location: Online. Register Now. The Art of M&A® Integration: Essentials for Success in a Virtual Environment. -->. Course Summary. Module 1, Tuesday.

Mergers & Acquisitions 52

Mergers & Acquisitions 52

Reynolds Holding

OCTOBER 26, 2022

Holcim”), which, according to the DOJ, failed to conduct appropriate pre- or post-acquisition due diligence of Lafarge’s actions in Syria or to self-report the misconduct to the DOJ once it was discovered. [3] 1] This case represents the first time in which the DOJ has brought such a material support charge against a corporation. [2].

Compliance 49

Compliance Finance Marketability 49

ThomsonReuters

JULY 30, 2021

You know that going paperless is the right move for your firm, but the partners are worried about how this change will affect clients. You may hear that their clients are older, don’t want to file taxes electronically, and can’t cope with new technology. . Partners may ask, “If it isn’t broke, why fix it?” . Save space. This one is obvious.

Start-ups 52

Start-ups Technology Accounting Firms 52

M&A Leadership Council

JANUARY 3, 2022

We’ve studied, consulted, and written extensively about the importance of conducting a thorough ISF. When due diligence is at a point where you can comfortably anticipate your ability to get to closing, flesh out which specific ISF components will be needed for this deal. . Our answer? What is an Integration Strategy Framework

Technology 52

Technology Marketability 52

FE International

JUNE 28, 2021

The frequency of posting is also important. This article is part of our? Valuation by Business Model ?series, series, in which we provide you with information on what makes your particular business model unique when it comes to valuation. For more in-depth reading on valuation, see our post How to Value a Website or Internet Business.

Start-ups 59

Start-ups Marketability Technology 59